See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,101 | $89,753+17.1% | $107,525-2.3% | $84,808+23.9% |
| Participation rate | 63.4% | 68.1%-4.6pp | 75.1%-11.7pp | 68.3%-4.9pp |
| Annual return | 15.85% | 29.48%-13.6pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,795 | $3,113-42.3% | $3,754-52.2% | $2,631-31.8% |
| Participant deferral / active EE | $8,160 | $4,056+101.2% | $5,116+59.5% | $4,212+93.8% |
| Admin fee / account holder | $6,696 | $7,222-7.3% | $8,919-24.9% | $7,344-8.8% |